See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,744 |
MERRIL LYNCH2 years Filed as: MERRIL LYNCH 150 N. COLLEGE STREET Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,119 | $98,750-8.7% | $149,696-39.8% | $79,858+12.8% |
| Participation rate | 75.5% | 75.8%-0.2pp | 82.5%-6.9pp | 69.6%+5.9pp |
| Annual return | 20.17% | 27.43%-7.3pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,343 | $3,216-58.2% | $4,644-71.1% | $2,471-45.6% |
| Participant deferral / active EE | $6,328 | $5,680+11.4% | $6,842-7.5% | $3,740+69.2% |
| Admin fee / account holder | $455 | $6,053-92.5% | $9,309-95.1% | $5,306-91.4% |